Aditya Birla Sun Life Special Opportunities Fund - Growth - Regular Plan

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  • Net Change on 29-06-2022

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI -3.09 -8.51 0.86 13.24 11.62 10.35

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 -0.24 10.81 10.75 1.97 4,246.33
Tata Ethical Fund Regular Plan - Growth May 24, 1996 2.02 17.69 12.87 2.20 1,249.67
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 -9.11 11.40 6.48 2.55 657.54
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -5.76 10.90 8.88 2.57 603.10
L&T Business Cycles Fund - Regular Plan - Growth Option Aug 20, 2014 0.16 8.94 6.57 2.55 519.42

Fund Holdings as on 31-May-2022

  • ICICI Bank Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • Phoenix Mills Limited

  • Dr. Reddys Laboratories Limited

  • Tata Steel Limited

  • HDFC Bank Limited

  • Kotak Mahindra Bank Limited

  • Tata Power Company Limited

  • Crompton Greaves Consumer Electricals Limited

  • Cipla Limited

  • Bajaj Finance Limited

  • Sun Pharmaceutical Industries Limited

  • Bajaj Finserv Limited

  • State Bank of India

  • Cummins India Limited

  • Tata Consumer Products Limited

  • Clearing Corporation of India Limited

  • Voltas Limited

  • Hindalco Industries Limited

  • Atul Limited

  • Aarti Industries Limited

  • Bharat Forge Limited

  • Hero MotoCorp Limited

  • Birlasoft Limited

  • Reliance Industries Limited

  • J.K. Lakshmi Cement Limited

  • Sun TV Network Limited

  • United Spirits Limited

  • ICICI Lombard General Insurance Company Limited

  • United Breweries Limited

  • AU Small Finance Bank Limited

  • Fortis Healthcare Limited

  • Hindustan Aeronautics Limited

  • Shree Cement Limited

  • Shriram Transport Finance Company Limited

  • Tata Motors Limited

  • PI Industries Litmited

  • FSN E-Commerce Ventures Limited

  • MphasiS Limited

  • Zee Entertainment Enterprises Limited

  • SBI Life Insurance Company Limited

  • AIA Engineering Limited

  • Bajaj Electricals Limited

  • Exide Industries Limited

  • Fino Payments Bank Limited

  • Solara Active Pharma Sciences Limited

  • One 97 Communications Limited

  • Bharti Airtel Limited

  • Strides Pharma Science Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Telecommunication - Service Provider

  • Construction - Real Estate

  • Finance - NBFC

  • Chemicals

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Breweries & Distilleries

  • Cement & Construction Materials

  • Power Generation/Distribution

  • TV Broadcasting & Software Production

  • Insurance

  • Finance - Investment

  • Bank - Public

  • Diesel Engines

  • Tea/Coffee

  • Air Conditioners

  • Metal - Non Ferrous

  • Forgings

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Refineries

  • e-Commerce

  • Hospital & Healthcare Services

  • Airlines

  • Pesticides & Agrochemicals

  • Engineering - Industrial Equipments

  • Batteries

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Fund Manager

  • Cash

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About Aditya Birla Sun Life Special Opportunities Fund

Scheme Analysis

Aditya Birla Sun Life Special Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 23-Oct-2020 and currently has an AUM of ₹617.15 crore. Aditya Birla Sun Life Special Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Special Opportunities Fund ended down ₹-0.06(-0.44%)yesterday to ₹13.58.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Special Opportunities Fund is managed by Anil Shah and Chanchal Khandelwal.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111